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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,124 | $139,948-64.2% | $121,663-58.8% | $154,746-67.6% |
| Participation rate | 95.0% | 78.0%+17.0pp | 74.5%+20.5pp | 80.7%+14.3pp |
| Annual return | 10.24% | 230.52%-220.3pp | 147.54%-137.3pp | 172.34%-162.1pp |
| Employer contribution / active EE | $11,311 | $3,521+221.2% | $3,020+274.5% | $4,379+158.3% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,887-100.0% | $6,730-100.0% |
| Admin fee / account holder | $4,159 | $17,321-76.0% | $14,289-70.9% | $14,365-71.0% |